Orin Green Financial’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Orin Green Financial’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Hold	10,833	–	–	0.43%	36
2026 Q1	$1.15M	Sell	10,833 -140	-1%	-$15K	0.47%	34
2025 Q4	$1.17M	Sell	10,973 -1,937	-15%	-$206K	0.47%	35
2025 Q3	$1.38M	Sell	12,910 -3,190	-20%	-$341K	0.55%	31
2025 Q2	$1.71M	Sell	16,100 -2,114	-12%	-$223K	0.72%	27
2025 Q1	$1.91M	Buy	+18,214	New	+$1.93M	0.9%	24
2024 Q4	–	Sell	-20,167	Closed	-$2.13M	–	24
2024 Q3	$2.14M	Buy	20,167 +1,192	+6%	+$126K	0.92%	24
2024 Q2	$1.98M	Buy	+18,975	New	+$1.98M	0.91%	23
2024 Q1	–	Sell	-15,784	Closed	-$1.66M	–	22
2023 Q4	$1.66M	Sell	15,784 -136	-0.9%	-$14.1K	0.82%	24
2023 Q3	$1.64M	Hold	15,920	–	–	0.91%	24
2023 Q2	$1.66M	Buy	15,920 +37	+0.2%	+$3.85K	0.87%	24
2023 Q1	$1.66M	Sell	15,883 -537	-3%	-$56.1K	0.9%	23
2022 Q4	$1.71M	Buy	16,420 +1,565	+11%	+$162K	1%	21
2022 Q3	$1.52M	Buy	14,855 +1,198	+9%	+$125K	0.99%	22
2022 Q2	$1.43M	Buy	13,657 +11,504	+534%	+$1.2M	0.89%	25
2022 Q1	$225K	Hold	2,153	–	–	0.15%	62
2021 Q4	$228K	Hold	2,153	–	–	0.17%	54
2021 Q3	$232K	Sell	2,153 -51	-2%	-$5.5K	0.16%	62
2021 Q2	$238K	Buy	+2,204	New	+$238K	0.17%	61
2021 Q1	–	Sell	-2,153	Closed	-$233K	–	66
2020 Q4	$233K	Buy	+2,153	New	+$232K	0.18%	60

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Orin Green Financial's SUB Position: Q2 2026 in Review

Orin Green Financial held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 10,833 shares worth $1.15M. The position accounts for 0.43% of the portfolio, ranked #36.

Orin Green Financial first reported a position in SUB in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.14M in Q3 2024. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Orin Green Financial held 10,833 shares of iShares Short-Term National Muni Bond ETF worth $1.15M as of Q2 2026.
Orin Green Financial left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.43% of Orin Green Financial's portfolio in Q2 2026, its #36 holding.
Orin Green Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 20 quarters since.
Orin Green Financial's iShares Short-Term National Muni Bond ETF position peaked at $2.14M in Q3 2024.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.